How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both vital components of comprehensive estate planning, yet they operate at different …
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Can I require non-disclosure agreements for sensitive asset handling?
Navigating the complexities of estate planning often involves dealing with highly sensitive financial and personal information, making confidentiality paramount. As …
What happens to a revocable trust when I remarry?
Remarrying after establishing a revocable living trust is a significant life event that necessitates a review and potential amendment of …
Can I assign a family historian to manage legacy communications?
The question of entrusting legacy communications—those heartfelt messages, stories, and wishes intended for loved ones after one’s passing—to a family …
Can I include seasonal distribution options based on beneficiary needs?
Estate planning isn’t simply about dictating *who* receives assets after your passing; it’s about *how* and *when* those assets are …
Can a trust distribute rewards for meeting family milestones?
Yes, a trust can absolutely be structured to distribute rewards for meeting family milestones, although careful planning is essential to …
Can I dictate how rental income from inherited property is used?
Inheriting property that generates rental income presents a unique set of considerations, and the ability to dictate how that income …
Can I require publication of a trust performance report to all heirs annually?
As an estate planning attorney in San Diego, I often field questions from clients about transparency and accountability within trusts, …
Can a CRT allow for annual reviews of mission alignment by the donor’s family?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to contribute assets to a trust, receive income for …
Can I include property-sharing agreements among heirs?
Navigating the distribution of assets after a loved one passes can be complex, particularly when it comes to cherished property …